Brett Hoffman is the Lead Advisor for the Financial Services team and is a Principal with The Insurance Exchange. He brings clients an extremely diverse background in Finance, Accounting, Qualified Retirement Plans, Wealth Management and Insurance. After graduating from the Robert H. Smith School of Business at The University of Maryland, Brett worked at Reznick Group, a large Washington, DC based public accounting firm. At Reznick Group, Brett obtained experience in for profit and nonprofit audits and corporate taxation.
In 1996, Brett’s interests led him to pursue the Financial Services industry. He joined First Financial Group, an independent Financial Planning firm in Bethesda, MD and built a planning practice of Business Owners, Executives, Professionals and Corporate Retirement Plans.
Brett joined the Insurance Exchange in 2000 to expand the Corporate Retirement Plan practice and continue to build the individual planning and wealth management services to a growing clientele. He is an active member of the Financial Planning Association (FPA) and National Association of Insurance and Financial Advisors (NAIFA). He has Series 7, 24, 63, 65, life and health insurance licenses, is a inactive Certified Public Accountant (CPA) and has earned the Accredited Investment Fiduciary® professional designation from Fiduciary360. He has received formal training in investment fiduciary responsibility.
Securities and advisory services offered through Commonwealth Financial Network, Member www.FINRA.org/www.SIPC.com, a Registered Investment Adviser.
This communication strictly intended for individuals residing in the states of AL,AZ,CA,CO,CT,DC,DE,FL,GA,IL,IN,LA,MA,MD,MI,NC,NH,NJ,NY,OH,OR,PA,RI,TX,VA,WA,WI,WV. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
